Prior to forming Clairmont, Jimmy worked for EFG Bank & Trust (Bahamas) from 2007 to 2014. As Senior Vice President, James personally advised ultra high net-worth family groups in Latin America on investment and wealth structuring solutions.
Prior to that, Jimmy worked for 13 years with Royal Bank of Canada. From 1999 to 2007, he was Senior Manager of International Services at RBC Global Private Banking in Miami. In this role, he oversaw the development and implementation of tailor-made international wealth management solutions for high net-worth families in Florida and South America.
Prior to this, he was Managing Director of RBC Servicios Financieros (Uruguay) S.A. He focused on Southern Cone Latin American clients, offering them extensive expertise in a wide range of specialized products and service areas. These included tax and financial planning, estate planning, asset management, brokerage as well as trust and company structuring.
He is also a Fellow and Director of the Family Firm Institute with an Advanced Certificate in Family Wealth Advising.
Jimmy holds a Master’s in Chemical Engineering from the Universidad de La Republica in Montevideo, Uruguay and a Master’s of Science from the University of Reading, Berkshire, U.K. He will be completing the Owner/President Management Program at Harvard Business School (OPM55) in November 2020.
A native of Montevideo, Uruguay, he is based primarily in The Bahamas and speaks fluent English, Spanish and Portuguese.
Founder & President